Landmark Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q1 2024
A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 81,505 shares of SCHH stock, worth $1.62 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
81,505
Previous 80,260
1.55%
Holding current value
$1.62 Million
Previous $1.66 Million
0.42%
% of portfolio
0.77%
Previous 0.82%
Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$567 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$544 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$519 Million0.74% of portfolio